Video Blog | The Importance of Relationships in Alternative Investments

Building relationships in the communities we serve in South Carolina, North Carolina, and Georgia leads us to unique alternative investment opportunities. 

In this video, Dan Height at Dealer Financial showcases how The Jeffrey Group helps strengthen their capital strategy to grow while providing clients access to smart alternative investment opportunities. At The Jeffrey Group, identifying investment opportunities is essential, but we put an emphasis on working with people and companies who’ve earned a strong local reputation.

DisclosuresYesNo
Current client of The Jeffrey Group? x
Any compensation?  x
Any conflicts?  x

Media | MarketWatch

“My ex-adviser at a big box broker wanted me to move my $4 million in retirement money to an IRA. His reasoning was that I’d

Should I Be Sitting on Cash? Give Every Dollar a Job

Some cash, yes. Money set aside for near-term expenses, emergencies, or planned purchases can provide stability and ready access. But if you’re holding a large

When a Profitable Year Creates a Retirement-Plan Opportunity That’s Frequently Overlooked

This conversation happens frequently. A business owner who’s nearing retirement has an exceptional year. Revenue is strong. Profitability is up. The owner has already maximized